Mall
Retail
+3
Apr 14, 2026
•
6 min read
Levi's just crossed 50% DTC. Allbirds just sold for 1.8% of its peak value.
Sarenza opened its first physical store. Superdry is opening 21. India needs 12 million sqft of new mall space. Same week. One pattern.
Retail
+3
Apr 7, 2026
•
7 min read
The brands replacing Macy's in American malls are not American.
Primark just opened in Dubai to 500-metre queues. Pop Mart signed 20+ Simon malls. Uniqlo is adding 11 US stores. The tenant mix has changed.
Mall
+2
Jan 26, 2026
•
4 min read
Retail isn't expanding everywhere. It's concentrating where context holds
Primark enters Asia. Westfield San Francisco steps back. Same market logic, different outcomes.
Retail
+2
Jan 12, 2026
•
4 min read
Retail’s new physical playbook: three signals you can use this week
Fast-growing brands, flagship economics, and why DTC is moving back to streets and malls.
Retail
+1
Dec 23, 2025
•
3 min read
What we track. What we ignore. And why retail growth looks different now
Retail is not slowing down.But it is no longer growing where most people are looking.
